Gaining Perspective

How to Begin a Great Client Relationship


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Is there a plan? Is it still working? How are we doing, and are we going to be okay? What are we missing, either as opportunity or risk? What’s most urgent? When starting a client relationship, how can you and your clients agree on which of these questions (translated to their life circumstances) you can help them with, and whether you are the right person for them?
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Gaining PerspectiveBy Advisor Perspectives

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